Original filing (PDF)20250721100825NAL0001035745001

TRINITY PENSION CONSULTANTS, INC.

Name: TRINITY PENSION CONSULTANTS, INC. — TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN, Form 5500 (2024)
Creator: TRINITY PENSION CONSULTANTS, INC.

Form 5500-SF

FILING_RECEIVED

TRINITY PENSION CONSULTANTS, INC. CASH BALANCE PLAN

Defined-benefit pension plan

Active participants

Accounts w/ balance

—

Plan assets (EOY)

$821K

Net assets (EOY)

$821K

Plan health score (directional)

/ 100

Grade A

Top-tier plan health

Directional indicator computed from public Form 5500 data — compliance, concentration, cost, vendor stack and participation. Not a fiduciary tool.

Compliance & disclosures

100

Concentration risk

Total plan cost

Vendor stack

100

Participation health

Decision-maker contacts

CFO / Head of HR / Benefits Manager — verified email + LinkedIn for TRINITY PENSION CONSULTANTS, INC..

Plan sponsor

Name

TRINITY PENSION CONSULTANTS, INC.

EIN

20-4548831

Address

202 MONTROSE WEST AVE. · SUITE 310 · COPLEY, OH · 44321

Phone

(330) 668-3747

Industry

All Other Professional Services· Professional & Technical Servicessee all

Plan administrator

Same as plan sponsor.

Plan characteristics

Plan number

003

Plan year

2024

Plan year begin

2024-01-01

Tax period

2024-12-31

Filed

2025-07-21

Pension benefit codes

1C · Cash balance or similar hybrid DB

Audit & trust (Schedule H)

Auditor

—

Trustee / custodian

—

Trustee phone

—

Small plan (5500-SF) — Schedule H data not available.

Service providers (Schedule C)

Small plans don't disclose service providers

Related plans

Similar-size All Other Professional Services plans

MARKETER INTERNATIONAL, INC,

MARKETER INTERNATIONAL, INC, 401(K) PLAN

$821K · 3 participants

HCAS, INC.

HCAS, INC. 401(K) PROFIT SHARING PLAN

$821K · 21 participants

YOTASCALE INC.

YOTASCALE INC. 401(K) PLAN

$821K · 11 participants

ELEMENT STUDIOS LLC

ELEMENT STUDIOS LLC DEFINED BENEFIT PLAN

$820K · 3 participants

CURA RESOURCE GROUP LLC

CURA RESOURCE GROUP LLC 401(K) PROFIT SHARING PLAN & TRUST

$820K · 39 participants